Financial Adviser
· PENRITH, NSW
Joel Nicholas Turnbull
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270313
Joel Nicholas Turnbull is a financial adviser based in Penrith, New South Wales, with 8 years of experience in the financial services industry. Joel is currently authorised under Viridian Advisory Pty Ltd. Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business and Commerce (Applied Finance) from Western Sydney University. Joel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business and Commerce (Applied Finance)
Western Sydney University
2018
Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register